Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478,579 | $135,645+252.8% | $110,243+334.1% | $135,380+253.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.92% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,583 | $4,907-27.0% | $3,827-6.4% | $4,779-25.0% |
| Participant deferral / active EE | $8,167 | $5,507+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $58,286 | $11,458+408.7% | $8,548+581.9% | $10,828+438.3% |